NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] project/tasks: correction in what triggers reccurence + icon

Browse Source 
closes odoo/documentation#11705

Task-id: 3601222
X-original-commit: cb0cce2498
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Zuzanna Luczynska (zulu) <zulu@odoo.com>
This commit is contained in:
Zuzanna Luczynska 2024-12-31 08:34:11 +00:00
parent 71c6e2c728
commit 82d326b89c
1 changed files with 15 additions and 11 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

26
content/applications/services/project/tasks/recurring_tasks.rst
View File

@ -18,22 +18,26 @@ activate :guilabel:`Recurring Tasks`, and press :guilabel:`Save`.
Set up task recurrence
----------------------
In an existing task, press the :guilabel:`Recurrent` button next to the :guilabel:`Planned date`.
Then, configure :guilabel:`Repeat Every` field according to your needs.
In an existing task, click the :icon:`fa-repeat` (:guilabel:`Recurrent`) button next to the
:guilabel:`Deadline` field. Then, configure the :guilabel:`Repeat Every` field according to your
needs.
A new task in recurrence will be created once either of this conditions is met:
- Previous task in recurrence has been closed.
- On the day of the planned recurrence.
A new task in recurrence will be created once the status of the previous task is set to
:guilabel:`Done` or :guilabel:`Canceled`.
The new task is created on your project dashboard with the following configuration:
The new task is created on the project dashboard with the following configuration:
- :guilabel:`Stage`: first stage of the project dashboard (:guilabel:`New` or equivalent);
- :guilabel:`Stage`: is set to the first stage of the project dashboard (:guilabel:`New` or
equivalent);
- :guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, :guilabel:`Assignees`,
:guilabel:`Customer`, :guilabel:`Tags`: copied from the original task;
- :guilabel:`Milestones`, :guilabel:`Deadline`, :guilabel:`Timesheets`, :guilabel:`Chatter`,
:guilabel:`Activities`, :guilabel:`Subtasks`: those fields are not copied;
:guilabel:`Customer`, :guilabel:`Tags`: are copied from the original task;
- :guilabel:`Deadline`: is updated based on the :guilabel:`Repeat Every` field (e.g., if the task is
set to repeat once a week, 7 days will be added to the deadline);
- :guilabel:`Milestones`, :guilabel:`Timesheets`, :guilabel:`Chatter`,
:guilabel:`Activities`, :guilabel:`Subtasks`: are **not** copied from the original task.
- A **smart button** on the task displays the total number of existing recurrences.
Once a recurrence is configured, a **smart button** on the task displays the total number of
existing recurrences.
Edit or stop task recurrence
----------------------------